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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,856 | $93,586-56.3% | $135,925-69.9% | $75,173-45.7% |
| Participation rate | 70.0% | 75.2%-5.2pp | 81.9%-11.9pp | 67.2%+2.8pp |
| Annual return | 19.94% | 30.90%-11.0pp | 68.25%-48.3pp | 160.65%-140.7pp |
| Employer contribution / active EE | $5,311 | $3,537+50.1% | $4,857+9.4% | $2,670+98.9% |
| Participant deferral / active EE | $11,420 | $6,405+78.3% | $7,759+47.2% | $4,126+176.8% |
| Admin fee / account holder | $756 | $6,977-89.2% | $10,764-93.0% | $5,651-86.6% |